See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,208 | $94,625+35.5% | $116,228+10.3% | $84,808+51.2% |
| Participation rate | 88.2% | 70.4%+17.8pp | 74.6%+13.7pp | 68.3%+19.9pp |
| Annual return | 13.78% | 20.40%-6.6pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,206 | $2,347-6.0% | $2,994-26.3% | $2,631-16.2% |
| Participant deferral / active EE | $4,539 | $3,972+14.3% | $4,953-8.4% | $4,212+7.8% |
| Admin fee / account holder | $16,626 | $10,091+64.8% | $11,989+38.7% | $7,344+126.4% |